leader wants to destroy washington while watching basketball with dennis rodman. somehow if it was michael joor dan, i would be less concerned. however, despite all these big picture woes, what do we know, we know from costco, home depot, harth, walmart. and from macy's! the things are just dandy with the consumer. and as horrible as jcpenney is doing, courtesy of an implosion led by wall of shamer, ceo, ron johnson, can't be providing a boost for every retailer, could it be? the consumer is fine. so i'm bullish, what else. housing is strong, getting stronger. consensus says we'll build 1 million homes, i think it will be way off, 20% more than that. 1.2 million. autos still strong, staying strong. industrial production hanging in. job creation. and that is pretty much the u.s. economy. so i'm not concerned about the economy. so -- why am i concerned about the market? well, look. i think the market can take a breather. that's all i'm saying. a better entry point which, again, is all i'm saying. let me tell you though, why i think that you could get a better place to buy.